Holdings
| IEP ICAHN ENTERPRISES LP | $9.71B | 62.7% | 334,494,577 | +34,496,953 | +11.5% | Added |
| CVI CVR ENERGY INC | $2.13B | 13.8% | 71,198,718 | — | — | Held |
| SWX SOUTHWEST GAS HOLDINGS INC | $690.3M | 4.5% | 10,844,681 | +324,081 | +3.1% | Added |
| OXY/WS OCCIDENTAL PETROLEUM-CW27 | $615.2M | 4.0% | 16,485,432 | — | — | Held |
| FE FIRSTENERGY CORP | $547.8M | 3.5% | 14,090,778 | −4,876,979 | −25.7% | Reduced |
| XRX XEROX HOLDINGS CORP | $509.9M | 3.3% | 34,245,314 | — | — | Held |
| BHC BAUSCH HEALTH COS INC | $277.8M | 1.8% | 34,721,118 | — | — | Held |
| NWL NEWELL BRANDS INC | $260.9M | 1.7% | 29,985,763 | — | — | Held |
| DAN DANA INC | $242.9M | 1.6% | 14,286,505 | — | — | Held |
| CNDT CONDUENT INC | $129.7M | 0.8% | 38,149,336 | — | — | Held |
| CCK CROWN HOLDINGS INC | $90.4M | 0.6% | 1,040,100 | — | — | Held |
| ILMN ILLUMINA INC | $80.6M | 0.5% | 430,000 | — | — | Held |
| SD SANDRIDGE ENERGY INC | $73.5M | 0.5% | 4,818,832 | — | — | Held |
| BLCO BAUSCH + LOMB CORP | $70.2M | 0.5% | 3,500,000 | — | — | Held |
| IFF INTL FLAVORS & FRAGRANCES | $51.3M | 0.3% | 644,510 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| LNG CHENIERE ENERGY INC | 1,000,000 | $157.6M |
| HRI HERC HOLDINGS INC | 230,160 | $26.2M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.